Purchases and Sales Made in Q1 2025 in Lloyds Banking Group PLC (LYG)
This table provides information about the institutional ownership of Lloyds Banking Group PLC (LYG) during Q1 2025. The information is specifically focused on institutions that hold shares of Lloyds Banking Group plc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
4.56K+ 8.23% |
$11.8K - $17.8K
|
59.9K
$255K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
4.53K+ 35.34% |
$11.7K - $17.7K
|
17.3K
$73.7K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
4.49K+ 61.26% |
$11.6K - $17.5K
|
11.8K
$50.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
4.36K+ 10.27% |
$11.2K - $17K
|
46.8K
$199K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.12K+ 3.84% |
$10.6K - $16.1K
|
111K
$474K
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
4.12K+ 8.04% |
$10.6K - $16.1K
|
55.3K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.07K+ 25.02% |
$10.5K - $15.9K
|
20.4K
$86.5K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
4.01K+ 2.55% |
$10.4K - $15.7K
|
162K
$687K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.96KNew |
$10.2K - $15.4K
|
3.96K
$16.8K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.95K+ 15.66% |
$10.2K - $15.4K
|
29.2K
$124K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3.89K+ 6.22% |
$10K - $15.2K
|
66.4K
$282K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.87K+ 17.08% |
$9.97K - $15.1K
|
26.5K
$113K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.85K+ 37.37% |
$9.93K - $15K
|
14.1K
$60.1K
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.83K+ 2.97% |
$9.88K - $14.9K
|
133K
$565K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.73K+ 31.4% |
$9.61K - $14.5K
|
15.6K
$66.2K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.66K+ 15.36% |
$9.43K - $14.3K
|
27.5K
$117K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.55K+ 13.78% |
$9.17K - $13.9K
|
29.3K
$125K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.54K+ 117833.33% |
$9.12K - $13.8K
|
3.54K
$15K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.51K+ 23.53% |
$9.05K - $13.7K
|
18.4K
$78.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Henry James International Management Inc.
|
BUY
|
- |
3.39K+ 0.37% |
$8.76K - $13.2K
|
909K
$3.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.2K+ 14.4% |
$8.25K - $12.5K
|
25.4K
$108K
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
3.17K+ 15.78% |
$8.18K - $12.4K
|
23.2K
$98.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.15K+ 17.66% |
$8.13K - $12.3K
|
21K
$89.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3.08K+ 26.78% |
$7.95K - $12K
|
14.6K
$62K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.08K+ 16.86% |
$7.95K - $12K
|
21.3K
$90.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
2.88K+ 8.67% |
$7.44K - $11.2K
|
36.2K
$154K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.78K+ 22.12% |
$7.18K - $10.9K
|
15.4K
$65.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.76K+ 27.15% |
$7.12K - $10.8K
|
12.9K
$54.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.65KNew |
$6.83K - $10.3K
|
2.65K
$11.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.62K+ 4.45% |
$6.75K - $10.2K
|
61.4K
$261K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.57K+ 20.43% |
$6.64K - $10K
|
15.2K
$64.5K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.42KNew |
$6.25K - $9.44K
|
2.42K
$10.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.41K+ 6.33% |
$6.22K - $9.4K
|
40.5K
$172K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.38KNew |
$6.15K - $9.3K
|
2.38K
$10.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.09K+ 23.45% |
$5.38K - $8.14K
|
11K
$46.7K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.06K+ 16.12% |
$5.31K - $8.03K
|
14.8K
$63.1K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.99K+ 3.01% |
$5.14K - $7.78K
|
68.3K
$290K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.97K+ 5.04% |
$5.09K - $7.69K
|
41.1K
$175K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.78K+ 17.43% |
$4.59K - $6.93K
|
12K
$50.9K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.77K+ 4.63% |
$4.57K - $6.91K
|
40.1K
$170K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.69K+ 7.4% |
$4.35K - $6.57K
|
24.5K
$104K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.68K+ 9.37% |
$4.34K - $6.56K
|
19.6K
$83.4K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
1.56K+ 6.95% |
$4.03K - $6.09K
|
24K
$102K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.54K+ 3.62% |
$3.98K - $6.02K
|
44.2K
$188K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.47K+ 12.99% |
$3.79K - $5.73K
|
12.8K
$54.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
1.47K+ 6.78% |
$3.79K - $5.73K
|
23.1K
$98.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.44KNew |
$3.72K - $5.62K
|
1.44K
$6.12K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1.39KNew |
$3.58K - $5.41K
|
1.39K
$5.89K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.33K+ 9.92% |
$3.42K - $5.17K
|
14.7K
$62.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.32K+ 2.32% |
$3.41K - $5.16K
|
58.4K
$248K
|